Analyst Consensus ?
ConsensusHold7 ratings
Bullish457.1%
Neutral114.3%
Bearish228.6%
Sunbelt Rentals Holdings Inc · SUNB · FY2026 Q4 · Calendar Q2 2026
Sunbelt Rentals Posts Record FY2026 Revenue as Margin Mix Pressures Persist
The current analysis supports a constructive demand and growth case through FY2027, led by specialty rentals, mega-project activity, pricing initiatives, and network expansion. The main counterweight is that margin compression, higher capital spending, and Aries integration could limit how much of that growth reaches earnings and cash flow.
Reported Before market openNYSEIndustrials
$30.25B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.74
Consensus $0.74
EPS surprise
-0.7%
Reported versus consensus
Reported revenue
$2.75B
Consensus $2.64B
Revenue surprise
+4.4%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-9.4%
Event window
SPY move
-1.5%
Same window
Abnormal move
-8.0%
Stock minus SPY
Volume
1.1×
Versus trailing sessions
Subsequent drift
-3.9%
Up to 20 sessions
SUNBSPY benchmark
Ask FN2 about SUNB FY2026 Q4
Transcript, numbers and history already loaded
Why did SUNB fall 9.4% after missing EPS estimates in FY2026 Q4?What changed in SUNB's guidance and outlook in FY2026 Q4?Give me the bull and bear case for SUNB after FY2026 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management introduced Modular Solutions through the Aries acquisition, reported a $25B mega-project pipeline, and outlined FY2027 growth guidance. Compared with the prior quarter, the analysis shifts from reaffirmed FY2026 guidance and a new buyback to a focus on FY2027 expansion, while margin pressure remains a central issue.
Guidance delta
Management maintained FY2027 guidance of 4.5%-7.5% total revenue growth, 5%-8% rental growth, and EBITDA of $4.85B-$5.05B; the analysis also says margins are expected to remain near current levels.
Key takeaways
- FY2026 revenue reached $11.2B and free cash flow reached $2.1B.
- Specialty rentals grew 15% in Q4 and were the strongest growth driver.
- Adjusted EBITDA margin compressed 200 basis points as specialty mix and ancillary revenue increased, alongside a reversal of a prior receivables provision.
- The Aries acquisition adds Modular Solutions, while the company plans further greenfield and bolt-on expansion.
Management priorities
- Integrate Reliant Asset Management (Aries) into the product portfolio.
- Open 55 new greenfield locations in FY2027.
- Expand dynamic pricing beyond the current 15 markets.
- Pursue disciplined bolt-on acquisitions while maintaining leverage within 1-2x EBITDA.
Follow SUNB with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$73.78Current
$71Low
$86.5Average
$97High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 24, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Sector Perform | Sector Perform | Maintain | Sep 17, 2026 |
| Goldman Sachs | Buy | Neutral | Upgrade | Sep 17, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Sep 10, 2026 |
| JP Morgan | Underweight | Underweight | Maintain | Sep 10, 2026 |
| B of A Securities | Underperform | Underperform | Maintain | Sep 10, 2026 |
| Citigroup | Buy | Buy | Maintain | Jun 24, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jun 22, 2026 |
Named analyst price targets
Upside is calculated against the persisted current price $73.78. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Goldman Sachs | Analyst unavailable | $93 | $72.35 | +26.1% | Sep 16, 2026 |
| Bernstein | Will Kirkness | $97 | $71.89 | +31.5% | Sep 16, 2026 |
| KeyBanc | Analyst unavailable | $90 | $73.42 | +22.0% | Sep 10, 2026 |
| Wells Fargo | Analyst unavailable | $71 | $73.42 | -3.8% | Sep 10, 2026 |
| Wells Fargo | Analyst unavailable | $96 | $84.8 | +30.1% | Aug 17, 2026 |
| Bernstein | Will Kirkness | $96 | $69.95 | +30.1% | Jul 21, 2026 |
| KeyBanc | Katie Fleischer | $85 | $73.8 | +15.2% | Jun 24, 2026 |
| Barclays | Adam Seiden | $90 | $86.06 | +22.0% | Jun 22, 2026 |
| RBC Capital | Karl Green | $80 | $86.06 | +8.4% | Jun 19, 2026 |
| Bernstein | Analyst unavailable | $86 | $71.93 | +16.6% | May 12, 2026 |
| Goldman Sachs | Analyst unavailable | $83 | $75.52 | +12.5% | Mar 9, 2026 |
Track every rating change on SUNB the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationSunbelt Rentals Holdings Inc. operates as a prominent equipment leasing firm, furnishing an extensive array of tools, various machinery, and customized engineering solutions. Its clientele spans diverse sectors including construction, industrial applications, and other specialized industries. The company's operations are divided into three core business units: its general tool services across North America, its specialty services also within North America, and its division in the United Kingdom. Established on February 12, 2025, Sunbelt Rentals Holdings Inc. has its corporate base located in Fort Mill, South Carolina.
Historical context
All SUNB earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| FRO Frontline Plc | FY2026 Q2 · Calendar Q3 2026 | +8.0% | +1.0% | Frontline posts a record quarter as tanker rates remain elevated |
| DCI Donaldson Company, Inc. | FY2026 Q4 · Calendar Q3 2026 | +1.8% | +2.1% | Donaldson posts record FY26 and targets further growth |
Latest beats and misses
Who reports nextBeat on EPS
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
Get the SUNB recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-06-23T17:16:19.387753+00:00
- FN2 earnings calendar · 2026-07-29T01:23:15.868211+00:00
- Polygon adjusted daily market bars · 2026-09-24T04:10:56.310698+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-24T04:10:56.307808+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-24. For educational purposes only; not investment advice.